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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,482 | $176,402+0.6% | $134,162+32.3% | $158,982+11.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.67% | 63.66%-47.0pp | 36.35%-19.7pp | 302.99%-286.3pp |
| Employer contribution / active EE | $21,795 | $5,042+332.3% | $3,705+488.3% | $4,763+357.6% |
| Participant deferral / active EE | $4,982 | $4,093+21.7% | $3,500+42.4% | $5,983-16.7% |
| Admin fee / account holder | $2 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |